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Plancorp LLC’s Broadcom AVGO Stock Holding History

Plancorp LLC’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.9M Buy
12,747
+842
+7% +$338K 0.12% 77
2026
Q1 		$4.42M Buy
11,905
+264
+2% +$86.9K 0.13% 68
2025
Q4 		$4.03M Buy
11,641
+462
+4% +$165K 0.12% 67
2025
Q3 		$3.69M Sell
11,179
-694
-6% -$213K 0.12% 74
2025
Q2 		$3.27M Buy
11,873
+1,082
+10% +$235K 0.11% 75
2025
Q1 		$1.81M Buy
10,791
+2,598
+32% +$550K 0.07% 106
2024
Q4 		$1.9M Buy
8,193
+1,430
+21% +$264K 0.08% 92
2024
Q3 		$1.17M Buy
6,763
+253
+4% +$40.6K 0.05% 116
2024
Q2 		$1.05M Buy
6,510
+670
+11% +$93.9K 0.05% 116
2024
Q1 		$774K Buy
5,840
+1,370
+31% +$170K 0.03% 143
2023
Q4 		$499K Buy
4,470
+1,380
+45% +$131K 0.02% 159
2023
Q3 		$257K Buy
3,090
+650
+27% +$56.3K 0.01% 216
2023
Q2 		$212K Buy
+2,440
New +$174K 0.01% 232

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plancorp LLC's AVGO Position: Q2 2026 in Review

Plancorp LLC increased its Broadcom (AVGO) stake by 7.1% in Q2 2026, buying an estimated $338K and bringing the position to 12,747 shares worth $4.9M. The position accounts for 0.12% of the portfolio, ranked #77.

Plancorp LLC first reported a position in AVGO in Q2 2023 and has held it in 13 quarters since. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Plancorp LLC held 12,747 shares of Broadcom worth $4.9M as of Q2 2026.
  • Plancorp LLC bought 842 Broadcom shares in Q2 2026, an estimated $338K.
  • Broadcom made up 0.12% of Plancorp LLC's portfolio in Q2 2026, its #77 holding.
  • Plancorp LLC first reported a position in Broadcom in Q2 2023 and has held it in 13 quarters since.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.